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The review screen is where you resolve unresolved giving rows before completion.

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What the Screen Tracks

  • Total processed vs total records
  • Current progress percentage
  • Remaining unresolved errors
  • Non-deductible/zero-dollar rows listed as unable-to-import

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Tabs

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Errors

Rows that failed person/payment validation and need action.

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Unable

Rows marked non-deductible or otherwise excluded from deductible import flow.

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Common Resolution Actions

For unresolved rows you can:
  • Edit row fields
  • Search and assign an existing Planning Center person
  • Create a person (if allowed)
  • Mark selected rows as anonymous donor
  • Bulk assign selected rows to one person

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Processing States You May See

  • pending: row is queued/requeued for processing
  • unresolved: row has unresolved validation or matching errors
  • processed: row imported successfully

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When You Can Continue

Continue is enabled when processing is done and unresolved error count reaches zero.